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At Berry Dunn, we deliver integrated, industry-specific expertise to provide valued business advice. Employee benefit plan audits are a specialty area for us, with over 120 employee benefit plan clients.
Our services are unique because we bring the support and expertise of our Retirement Plan Solutions Group. These professionals provide services related to internal training, retirement plan design, correction of plan errors, assistance to in-house trustees, representations before the IRS and Department of Labor (DOL), and oversight of the preparation of plan documents including amendments, terminations, and mergers. Our Retirement Plan Solutions Group also prepares Forms 5500 and works closely with the audit team on emerging issues affecting employee benefit plan audits.
Employee Benefits Audit Quality Center of the American Institute of Certified Public Accountants (AICPA)
As voluntary members of the AICPA Employee Benefits Audit Quality Center, we deliver the highest quality services required of Center members. We designate a Partner who is responsible for managing our employee benefit plan audit practice, including in-house training for members of the Employee Benefit Group.
Public Company Accounting Oversight Board (PCAOB)
Our standards have never been compromised. We are a registered firm with the PCAOB and participate in a rigorous review every three years to ensure the quality of our work is in accordance with the highest standards.
Department of Labor Review
The Department of Labor (DOL) has been reviewing and regulating ERISA audits for more than 20 years. During their review of our Employee Benefits Plan Practice in September 2009, the DOL had no major findings.
Our employee benefit plan engagements are led by principals and staff who specialize in employee benefit plan audits. Each staff member receives specialized employee benefit audit training annually, making our staff both expert and efficient for our clients. This in-depth training, combined with Berry Dunn’s low staff turnover rate means our clients receive a high-quality audit from the people that know their business — year after year.
Patricia Faria, Principal
Mary Jalbert, Principal
Bill Enck, Senior Manager
Roger Prince, Senior Manager